See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $40,585 |
Filed as: CORRECT CAPITAL WEALTH MANAGEMENT, Service code 27 · EIN 83-1730027 | Advisory (Plan) | $21,481 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,619 | $89,652-41.3% | $141,162-62.7% | $65,185-19.3% |
| Participation rate | 97.2% | 74.7%+22.5pp | 82.5%+14.7pp | 70.2%+27.0pp |
| Annual return | 20.90% | 32.79%-11.9pp | 71.39%-50.5pp | 29.38%-8.5pp |
| Employer contribution / active EE | $1,754 | $3,065-42.8% | $4,735-63.0% | $2,177-19.4% |
| Participant deferral / active EE | $5,220 | $5,691-8.3% | $6,709-22.2% | $3,514+48.6% |
| Admin fee / account holder | $225 | $569-60.3% | $10,261-97.8% | $847-73.4% |